Separately Managed Accounts.
Polen's separately managed accounts offer direct ownership of securities, customization flexibility, and potential tax-loss harvesting benefits — delivering our institutional-quality investment strategies with the transparency and control that comes from owning every position directly.
Direct ownership
Investors own individual securities directly, providing full transparency and the ability to customize holdings based on individual needs and restrictions.
Tax efficiency
Harvest individual tax losses, manage gains, and coordinate with broader tax planning — advantages not available in pooled vehicles.
Customization
Tailor portfolios to reflect ESG preferences, sector constraints, legacy holdings, or other individual requirements while maintaining strategy integrity.
Ready to invest?
Learn how to access Polen's separately managed accounts through your financial advisor or institutional platform.
Separately managed accounts involve risk, including possible loss of principal. There is no guarantee that any investment strategy will achieve its objectives. Past performance does not guarantee future results. Polen Capital Management, LLC is an SEC-registered investment adviser. Registration does not imply endorsement by the SEC or any state authority.